#Gate首日支持ARC公链

Arc has officially moved from launch narrative to live infrastructure, and Gate connected to the Arc public mainnet from day one. What makes this launch different is not simply that another Layer-1 has arrived, but that Arc is designed around a USDC-native economic model: USDC is used as the network’s gas asset, while Arc targets deterministic sub-second finality for financial applications. The mainnet launched with 100+ applications and more than 100 institutional and ecosystem builders, giving the network a broader starting base than a chain that begins with infrastructure but little application activity.

① USDC-first architecture is the main differentiator

Most new-chain discussions immediately focus on token price, but Arc’s core design is different. Instead of requiring users to acquire a separate native gas token for every transaction, Arc uses USDC for gas, keeping transaction costs denominated in a stable-value asset. Combined with deterministic sub-second finality and EVM compatibility, the architecture is aimed at payments, capital markets, tokenized assets and other financial applications where predictable settlement matters.

② Institutional infrastructure gives the launch another layer

Arc’s founding validator group includes major names spanning asset management, payments, market infrastructure and banking, including BlackRock, DTCC, Visa, Mastercard, ICE, Standard Chartered, SBI Group and others. That does not automatically mean every institution has deployed a live product on Arc, but it does show that the network is being positioned around institutional-grade financial infrastructure rather than only retail trading. Some announced institutional deployments are scheduled for later, so separating current activity from future plans is important when measuring adoption.

③ Gate’s day-one connection adds a trading-access layer

For Gate users, the important part is the ability to interact with Arc ecosystem assets through Gate’s Arc-related trading experience, including the Gold-Digging Dog 0-Gas experience referenced in the launch campaign. The real metric to watch now is not simply how many tokens appear during the first few days, but whether those assets develop sustained volume, deeper liquidity, active users and repeated on-chain activity after the initial launch attention fades.

That distinction is especially important because new-chain tokens can experience extreme price discovery. A large percentage move does not automatically tell us whether an ecosystem is healthy. Price change + trading volume + liquidity depth + recovery from the intraday low + holder growth provides a much more useful dashboard. Thin liquidity can amplify both rallies and sell-offs, so the percentage move alone should never become the entire Arc thesis.

There is also an important clarification around the 10 billion ARC genesis mint. Circle has completed the technical mint, but that figure should not be interpreted as a publicly circulating token supply or as confirmation of a public ARC token launch. Arc’s live network continues to use USDC as its gas asset. In other words, the existence of a 10 billion ARC genesis mint and the operational role of USDC are two separate things.

The first phase of Arc is therefore best viewed through three layers: infrastructure, liquidity and applications. Infrastructure means USDC gas, sub-second finality, EVM compatibility and validator participation. Liquidity means DEX depth, trading volume, stablecoin flows and the ability to absorb large orders without extreme slippage. Applications mean whether DeFi, payments, tokenized assets, RWA products and other use cases generate repeat users rather than only launch-day activity.

The most interesting part from here is the transition from launch excitement → measurable usage. If Arc can maintain transaction activity, attract liquidity providers, grow application usage and convert institutional infrastructure into real products, the ecosystem story becomes stronger. If activity falls sharply once the launch period ends, the market will have a different signal.

For Gate Square, my Arc dashboard would therefore track USDC transaction activity, active and new addresses, DEX volume, liquidity depth, number of active applications, ecosystem-token 24H volume, market-cap-to-liquidity ratios and recovery from launch-day lows. Those metrics can distinguish genuine ecosystem expansion from short-term token speculation much better than a single green or red candle.

Arc’s first day is ultimately not about choosing whether memes, DeFi or RWA wins first. It is about watching which category converts the new infrastructure into persistent liquidity and real users. The chain has already established a distinctive starting point with USDC-native gas, sub-second settlement, more than 100 applications and a large institutional validator cohort. The next test is whether that infrastructure can translate into sustainable on-chain economic activity.
@Gate_Square